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CAP Partners, LLC

EST. AUM
$254,660,251

CONTACTS

CLIENT ACCOUNTS
1,406

Firm Details

Metro area Nashville
CRD Number 144779
Website cap-partners.com
Client types

Overview

CAP Partners, LLC is a SEC-registered investment adviser headquartered in Franklin, Tennessee. The firm provides institutional consulting, retirement plan advisory, discretionary investment management, fiduciary oversight, and customized wealth planning services for retirement plans, foundations, endowments, business owners, and affluent families.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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